Financial Advisers in Taree, NSW
Compare registered financial advisers in Taree, New South Wales. All listings sourced from the ASIC Financial Advisers Register.
How to choose a financial adviser
When choosing a financial adviser in Taree, New South Wales, start with three checks: confirm their ASIC registration is current, review their listed qualifications (Diploma of Financial Planning is the entry-level standard; CFP® and similar designations indicate further study), and read their Financial Services Guide before any meeting. Most advisers in this region operate under an Australian Financial Services Licence (AFSL) granted to a licensee — that licensee is named on each listing. The licensee carries professional indemnity insurance and is the entity you would contact through external dispute resolution (AFCA) if a complaint arose. Initial consultations are usually free; ongoing fees apply once you sign a Statement of Advice covering the agreed strategy.
Warren Fischer★★★★★ 4.7 (30 reviews)
Susan Joy Baker★★★★★ 4.7 (12 reviews)
Jason Paul Lukjanenko★★★★★ 5 (3 reviews)
Arron Russell★★★★★ 5 (6 reviews)
Kristin Louise Main★★★★★ 5 (3 reviews)
Jonathan Fischer★★★★ 4 (1 reviews)
Rhonda Annette Futterleib★★★★★ 5 (1 reviews)
Nearby Financial Advisers
Frequently asked questions
How do I verify a financial adviser is registered?
All registered financial advisers in Taree, New South Wales appear on ASIC's Financial Advisers Register at moneysmart.gov.au. Each entry shows the registration number, current authorisations, qualifications and any disciplinary history. Confirm the registration is 'Current' before engaging — checking is free and the register is updated by ASIC.
What's the difference between a financial adviser and a financial planner?
In Australia both terms refer to the same regulated role under ASIC. A 'financial planner' typically holds a Certified Financial Planner® designation through the Financial Planning Association. Both must be listed on the ASIC Financial Advisers Register and meet the same Best Interests Duty under the Corporations Act.
Are initial consultations with financial advisers free?
Most financial advisers in Taree, New South Wales offer a free initial consultation — typically 30–60 minutes — to discuss your goals and whether they can help. You do not pay anything until you receive and sign a Statement of Advice. Ongoing fees vary by adviser and the complexity of the advice.
What should I bring to a first meeting with a financial adviser?
Bring recent payslips, super statements, mortgage and loan balances, insurance policies, your will and superannuation beneficiary nominations, and a written list of goals. The adviser uses this to complete a fact-find. They cannot give personal advice without understanding your circumstances — incomplete information leads to generic, less useful recommendations.